Best Investors
Account
Sign in
Best Investors
Account
Sign in
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-14 |
Branch Locations
4700 Millenia Boulevard Suite 310, Orlando, FL 32839 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Kennesaw | GA | 11/2021 | 08/2023 |
| Idea Public Schools | Weslaco | TX | 10/2020 | 10/2021 |
| Unemployed | Orlando | FL | 03/2020 | 09/2020 |
| Lsi | Blairsville | PA | 02/2018 | 02/2020 |
| Corfoundtion | Arlington | VA | 11/2017 | 01/2018 |
| Sandy Hook Promise | Sandy Hook | CT | 04/2015 | 11/2017 |
| Ameriprise Financial Services, Llc | Orlando | FL | 10/2023 | 08/2025 |
| Lpl Enterprise Llc | Orlando | FL | 10/2025 | Present |
1) 09/26/2025 - Patricia Donald N/A Non-Variable Insurance - Non-Variable Insurance/Insurance Agency - INV REL - Start date 08/29/2025 - Orlando, FL - 160 hrs/mth |160 hrs during trading. 2) 09/26/2025 - Prudential Advisors - DBA for LPL Business (entity for LPL business) - INV REL - Start date 08/29/2025 - Orlando, FL - 160 hrs/mth |160 hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-10 |
Reach out to this advisor